Penobscot Financial Advisors

Financial Discretion Advised

Business EN ↓ 58 episodes

We will have some light conversations on some heavy financial planning topics to help you take control of your financial situation. We truly believe that your money should fuel your present, and build your future, and we want to make sure that it does. Click here to view our disclaimers and privacy policy: https://penobscotfa.com/privacy-policy/

Author

Penobscot Financial Advisors

Episodes

Roth Conversions 29.01.2021 24:50

Craig Joncas joins Abrin and Tyler to talk about Roth Conversions and Roth Conversion Strategies.

New Year, New Financial Planning Resolutions 11.01.2021 23:00

Hello, hello! We hope everyone had a Happy New Year on this holiday themed episode. We are ringing in the new year with new mics and some tips on how to achieve financially related New Year's resolutions.

Things Your Crazy Uncle Was Wrong About at Thanksgiving 03.12.2020 29:05

Abrin and Tyler discuss Thanksgiving dinner table financial planning questions and what planning tools they are thankful for this year.

ABCs of End of Year Tax Planning 19.11.2020 25:14

Roth Conversions, Charitable Contributions, Tax Loss and Gain Harvesting... Oh my!

All Things Social Security 06.11.2020 40:16

Special Guest Jim Bradley joins Abrin and Tyler to talk about how Social Security benefits are calculated, strategies for taking Social Security benefits, and how the system could be reformed in the future. To view the video with slides that are referenced in this episode, click HERE .

The Financial Planning Process 22.10.2020 34:19

Join Tyler and Abrin as they lay out the six key steps to the financial planning process and stay until the end for a new friendly competition among hosts.

Teamwork is the PFA Way 08.10.2020 36:07

Big thanks to all the team members for joining Tyler and Abrin on Episode 2 of Financial Discretion Advised. We had great conversations about the benefits of working as team to support clients - some serious and some not so much. Come get introduced to everyone and their roles within the firm. Enjoy!

What the F??? 24.09.2020 17:16

On this first episode of Financial Discretion Advised we will be talking about what it means to be a fiduciary in the financial advising world and under what circumstances an advisor must act as a fiduciary. Don't worry, audio quality and our performance will only get better from here.